1. Unconventional Wisdom Kristin Weil Melissa Sinclair Chuck Nadeau Kyle Nelepovitz Cori Shellabarger

2. Clear Strategy Have goals Follow your portfolio

3. Research in Diversifying Your Portfolio Personal Diversification Equity Orientation No asset should have less than 5% investment No asset should have more than 30% investment

4. Continued……. Domestic Equity Foreign Developed Equity Emerging Market Equity Real Estate US Treasury Bonds

5. Personalize Your Safety Net Diversification One Year of Savings Home Equity line of Credit Education

6. First Time Investment IRA’s & 401k Stocks & Bonds Mutual Funds Real Estate

7. Measure Investment Gains & Losses ROR Interview Recommendations